You may be right. However, Nvidia seems to develop their stack at a pace that it's difficult for the competition to keep up with. They may end up in a position

You may be right. However, Nvidia seems to develop their stack at a pace that it's difficult for the competition to keep up with. They may end up in a position similar to US Steel or Standard Oil at the start of the 20th century if they continue to meet market demand as they do now, and AI is goes on to have the economic impact that steel and oil had in the last century.